Viewing profile — qaq

there was pretty large intelligence side that did attribution and investigative type work into orgs money movements etc. some of those people def came from non tech backgrounds.

If one wants a conspiracy theory in USSR a First Deputy Chairman of the KGB offed himself when an investigation he was coordinating led to the daughter of General Secretary of the …

Only one job ? Worked with a ton of ex NSA and CIA people in a large cybersec company.

is this sarcasm ?

AWS made 46B profit last year and will make prob close to 70B this yea so even 400B is very far from "world ending"

well they traded short term gain for long term pain.

I use both especially for checking each others work. Pretty happy with results

API pricing is def not below cost

If people are sure they can always short NVIDIA

Most of Anthropic revenue looks to be companies paying for Claude Code at API prices ...

hence the bit about us learning the actual state of things once they are a public company.

A lot of factors there we will see how it plays out.

We will see once they go public Dario did claim profit margin on inference is 40% if memory serves me right

Yes 65B ARR that Anthropic has is clear indication there is no path to revenue.

If people were not consuming their services they would not be buying inference hardware at this rate so it's pretty much on consumers.

Fable was able to oneshot pretty big features. In write spec -> refine spec -> create todos -> implement todos workflow difference was far less pronounced vs codex or opus.

Well given dual class shares in SpaceX Elon will get full control of Tesla for free aside from all other benefits ...

it is crazy

why did we switch to per minute? A modern quality enterprise SSD can do 35K +/- legit fsyncs per second.

You don't need LLM for that. You make _all_ projects low-stakes by working on green field project using (insert buzzword soup of the day) and leaving for a new green field opportun…

Basically xAI is pulling a Palantir. They try to reposition datacenter capacity lease revenue to have a multiplier of fast growing frontier lab.

Where did you get 2-3B from? Colosus 2 GPU's alone were 18B Total cost including construction, power and water treatment facility might be close to 25-30B.

Anthropic has made $330 billion in compute and chip commitments between Google, Amazon, and Microsoft, another $30 billion with CoreWeave and another $15 billion with SpaceX. To pa…

None is using grok so they are renting out unused capacity

They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.